Mini-Series Part 8 of 10: Incorrect Use of Retirement Funds
My 401(k) is not an ATM. I hate to admit it but I’m old enough to remember when Individual Retirement Accounts (IRA’s) first came out.
My 401(k) is not an ATM. I hate to admit it but I’m old enough to remember when Individual Retirement Accounts (IRA’s) first came out.
‘Til death do us part. I know I’m going to get a lot of flack from some life insurance agents on this, but I might
On December 23, 2022, President Biden signed a $1.7 trillion budget bill. The bill includes a number of provisions that directly effect the retirement planning
Does Anybody Really Know What Time It Is? I wish I had a nickel for every time someone has asked me over the past 35
“You’ve got to go out on a limb sometimes, because that’s where the fruit is.” -Will Rogers I’m a believer in that quote up to
"My Neighbor’s a Financial Guru" My neighbor is not really a financial guru, but he is a (retired) whiz bang mechanic. I’ve watched him work
I owe! I owe! It’s off to work I go… All the planners here in the office can share so many stories about how the
“There is nothing permanent except change.” -Heraclitus I’ve found over the years that people believe just the opposite – that things are permanent. The car
I cannot begin to count the number of people who I have talked to over the years that say, “I wish I had started saving
On the date of this writing, September 21, 2022, the Federal Reserve increased the Fed Funds rate another 0.75%. This is the third time they